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Promod SharmaHow The Wealthy Feel About Their Advisors (CALU 2011) (May 7, 2011)

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This week at CALU 2011, Keith Sjögren of research firm Investor Economics spoke about those with High Net Worth (HNW). Technically, they have $1 million of investable assets. The wealthy identified two key financial concerns ...

This podcast accompanies a blog post at Riscario Insider:
http://blog.riscario.com/2011/05/how-wealthy-feel-about-their-advisors.html

Subscribe on iTunes: http://itunes.apple.com/ca/podcast/riscario-insider/id424527460


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Artist/Composer: Promod Sharma
Date: 2011-05-07
Keywords: podcast; actuary; riscario insider; trust; calu

Creative Commons license: Attribution-NonCommercial-ShareAlike


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How The Wealthy Feel About Their Advisors (CALU 2011) (May 7, 2011) 4.6 MB
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